-30.7%
APLD vs APA
+107.6%
-138.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.6% | -7.4% | -5.3% |
| 7D | +2.7% | +8.5% | -5.8% | +5.1% |
| 30D | -21.4% | +2.8% | -24.2% | -20.6% |
| 3M | -47.8% | +21.7% | -69.6% | -43.8% |
| 6M | -64.9% | +32.6% | -97.5% | -60.4% |
| YTD | -34.9% | +103.7% | -138.6% | -42.7% |
| 1Y | -30.7% | +101.8% | -132.5% | -38.1% |
| All | -30.7% | +107.6% | -138.4% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded APA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling